Original filing (PDF)20250603164334NAL0010351809001

D&W CPA'S INC.

Name: D&W CPA'S INC. — D&W CPA'S INC. PENSION PLAN, Form 5500 (2024)
Creator: D&W CPA'S INC.

Form 5500-SF

FILING_RECEIVED

D&W CPA'S INC. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for D&W CPA'S INC..

Plan sponsor

Name

D&W CPA'S INC.

EIN

27-3782745

Address

5405 MOREHOUSE DR., STE 320 · SAN DIEGO, CA · 92121

Phone

(858) 412-5801

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-03

Pension benefit codes

1A · Pay-related DB formula

1D · Floor-offset DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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